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Tokyo Electron Limited (8035) · RiskAdvanced

Risk of supply interruptions at domestic production sites and suppliers

First written in FY2020. 2 of 8 entries say "Restated". Latest entry: 2026-07-01.

8entries
7years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020MitigatedFY2021RestatedFY2023-Q2 – FY2023-Q32020: 120202021: 120212022: 320222023: 120232024: 020242025: 020252026: 22026
Same theme, other companies
Risk of supply stoppages caused by natural disasters and supply chain disruptionsA theme 74 companies write about · 72 as a headwind · 2 as a tailwind

The whole theme swung hardest in 2026: 14 of 31 companies on the "Worse" side.

5 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 74 companies compared. The sentences above are computed from all 74.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-01AdvancedGovernance

    「We continue to review measures at each site aimed at early recovery and alternative production, including earthquake-proofing buildings and equipment, leveling production, establishing backup systems for information systems, enhancing supply-chain visibility, adopting multiple sources for critical components and maintaining appropriate inventory levels.」

    The company systematically described measures against supply disruptions and business continuity risks, including earthquake preparedness, backups, supply-chain visibility, multiple sourcing and appropriate inventory levels.
  2. FY2026AdvancedAnnual report

    「The Group has established a Corporate Production Headquarters, formulates and regularly reviews business continuity plans (BCPs) relating to the supply chain, and promotes measures to reduce risks. Examples include establishing alternative production systems, strengthening the earthquake resistance of production buildings, leveling production, developing backup systems for information systems, visualizing the supply chain, using multiple sources for critical parts, and securing appropriate inventory levels.」

    As measures against the risk of supply disruptions at domestic production sites and suppliers, it has added supply chain visualization, the Corporate Production Headquarters, and BCP reviews, and systematized measures including alternative production, earthquake resistance, multiple sourcing, and appropriate inventory levels.
  3. FY2023-Q3RestatedAnnual report

    「During the nine months ended the third quarter of the fiscal year, conditions requiring close monitoring continued in the global economy, including soaring resource and energy prices and rising prices generally amid heightened geopolitical risks, policy rate hikes led by the United States and Europe, sharp foreign exchange fluctuations, and the impact of COVID-19 on supply chains in some regions.」

    It explains that the effects of infectious diseases on supply chains in some regions continue and reconfirms the existing recognition of production and supply risks.
  4. FY2023-Q2RestatedAnnual report

    「During the six months ended the second quarter of the fiscal year, conditions requiring close monitoring continued in the global economy, including rising prices due to soaring resource and energy prices amid heightened geopolitical risks, policy rate hikes led by the United States and Europe, sharp foreign exchange fluctuations, and the impact of COVID-19 on supply chains in some regions.」

    It explains that the effects on the supply chain continue and reconfirms the existing recognition of supply risks involving domestic production sites and suppliers.
  5. FY2023-Q1MaterialisedAnnual report

    「During the first quarter of the fiscal year, the global economy was affected by the impact on supply chains from lockdowns in some regions due to the spread of COVID-19, soaring resource prices amid heightened geopolitical risks, policy rate hikes led by the United States and Europe, and foreign exchange fluctuations.」

    It states that the effects of lockdowns on the supply chain have actually emerged in relation to the production and supply risks identified previously.
  6. FY2022Expanding measures to ensure stable supplyAnnual report

    「The Group is also working to establish a stable supply system by sharing forecasts with suppliers based on semiconductor demand forecasts, customers' investment plans and other factors.」

    In addition to the existing BCP, alternative production, earthquake-resistance measures and multiple sourcing, it explicitly identifies production leveling, appropriate inventory levels, and sharing demand forecasts and customer investment plans with suppliers as response measures.
  7. FY2021MitigatedAnnual report

    「The Group has formulated a business continuity plan (BCP) and reviews it regularly, while also working to establish alternative production systems, use multiple sources for critical parts, strengthen the earthquake resistance of production buildings, and develop backup systems for information systems.」

    In response to the risk of supply disruptions at domestic production sites and suppliers, it has established a BCP, alternative production, multiple sourcing for critical parts, earthquake-resistance measures, and information-system backups.
  8. FY2020First statedAnnual report

    「If damage caused by force majeure, including natural disasters such as earthquakes, war, terrorism and infectious diseases, occurs in Japan, temporarily halting production and requiring time for recovery, the Group may be unable to supply products to customers in a timely manner. In addition, if procurement of parts is disrupted due to deteriorating financial conditions at suppliers or other factors, the Group may likewise be unable to supply products to customers in a timely manner, which could adversely affect its performance.」

    It organizes the shutdown of domestic production sites due to disasters or infectious diseases and delays in parts procurement caused by deteriorating supplier financial conditions as standalone production and supply risks.
Moved together

"Management of Material Issues and Progress Monitoring Based on the CSR Policy" moved the same way as this thread, in the same document, in 3 of its 8 moves.

332222★123456
  1. ★This thread
  2. 1Management of Material Issues and Progress Monitoring Based on the CSR Policy3×
  3. 2Board Objectivity Through the Diverse Expertise of Outside Officers3×
  4. 3Executive Compensation Program Linked to Performance and Shareholder Value2×
  5. 4Substantial Increases in Revenue and Profit in the First Quarter of the 55th Fiscal Period2×
  6. 5Strengthening Corporate Ethics, Compliance, Internal Control and Risk Management2×
  7. 6Developing Next-Generation Executive Talent through the TEL Succession Plan2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Tokyo Electron Limited's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Governance of 2026-07-01: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of supply interruptions at domestic production sites and suppliers | Tokyo Electron Limited (8035) | Komori